MORNINGSTAR - Key Persons
Job Titles:
- Vice President, Business Development, at Impax Asset Management LLC, the North American Division
- VP, Business Development, NYC, Southeast and Mid - Atlantic
Andrew Schiavoni is Vice President, Business Development, at Impax Asset Management LLC, the North American division of Impax Asset Management Group and investment adviser to Pax World Funds.
Andrew joined the financial industry in 2011 and has been with Impax Asset Management LLC since 2015. Before joining the firm, Andrew worked as an Internal Wholesaler at Putnam Investments, focusing on the Registered Investment Advisory channel.
Andrew earned a Bachelor of Science in economics from Purdue University. He holds the FINRA Series 7, 63 and 65 registrations. He is a Certified Investment Management Analyst (CIMA®), a member of the Investment Management Consultants Association.
Andrew is a registered representative of Foreside Financial Services, LLC.
Job Titles:
- Non - Executive Director
- Board As a Non - Executive Director
Annette joined the Board as a Non-Executive Director in June 2022 and is a member of the Audit and Risk Committee and the Remuneration Committee.
Annette has spent over twenty years in the private equity and venture capital sector. She is a former Partner and COO of Finch Capital and was founding CFO of Palamon Capital Partners, a European growth investor. Prior to joining the private equity sector, Annette worked in the insurance industry at Sedgwick plc, a FTSE 100 company in various roles in the UK, USA and Europe and thereafter was CFO of Windsor PLC, a LSE listed company. She started her career at PricewaterhouseCoopers. Today Annette serves as a Non-Executive Director and Adviser to a number of companies with businesses headquartered in the UK, Singapore and the Netherlands.
Annette holds a B.Com (Hons) from the University of Johannesburg and is a Fellow of the Institute of Chartered Accountants in England and Wales.
Arnaud joined the board as a Non-Executive Director in June 2018.
He currently holds a non-executive directorship at BNP Paribas Asset Management France and is President of Queens Field SAS. He was previously a Managing Director at Deutsche Bank Asset Management and has also worked at Barclays Wealth, Standard & Poors and BIM private equity fund. Arnaud has been a visiting Adjunct/ Professor of Finance at Imperial College Business School since 2005 and is the author of several books on finance, economics and investment management.
Job Titles:
- Chairman of the Listed Equities Investment Committee
- Chief Investment Officer ( CIO ), Listed Equities, Executive Director
Bruce serves as Impax's Chief Investment Officer, Listed Equities. He is responsible for supervising and overseeing investment process, policy and performance, regulatory oversight, and leads product design within Listed Equities and development as well as the application of Impax's investment thesis across the Listed Equities product range.
Bruce is Chairman of the Listed Equities Investment Committee, and serves as Co-Portfolio Manager of Impax's Specialists and Climate strategies.
Bruce joined Impax in 1999 where he worked initially on venture capital investments before developing the listed equities business. Before joining Impax, Bruce worked as a utilities analyst at Bankers Trust and as an environmental consultant for Environmental Resources Management (ERM).
Bruce has an MBA from IESE (Barcelona), an MSc in Environmental Technology from Imperial College and a degree in Chemistry from Oxford.
Job Titles:
- Chief Strategy & Operations Officer, Executive Director
- Impax 's Chief Strategy & Operations Officer
Catherine is Impax's Chief Strategy & Operations Officer. She is responsible for overseeing the Firm's risk and compliance functions, IT and operations, as well as strategic projects working with the CEO. Catherine is a highly respected leader within green finance, with over 20 years of experience in sustainable development, finance, strategy and change management.
Catherine joined Impax in August 2021. Prior to this she served as Director, International Energy and Climate Finance, in the UK Government's Department for Business, Energy & Industrial Strategy. Catherine previously worked as Global Head of Environmental Sustainability at ANZ bank and Chief Operating Officer at Low Carbon Australia. She spent her early career with McKinsey.
Catherine has an MSc in Environmental Science and Management from Oxford University, a Masters in Public Policy from the London School of Economics, and a BEng in Chemical Engineering from The University of Queensland.
Job Titles:
- Deputy Chief Investment Officer, Listed Equities, Executive Director
Charles joined Impax in 2022 as Deputy Chief Investment Officer of Listed Equities. Charles provides support and leadership in the development and growth of the Listed Equities business globally, including research, idea generation, portfolio management, ESG integration, and trading.
Prior to joining Impax Charles built a career as an analyst and portfolio manager at Newton Investment Management. Whilst at the firm he held various positions including Head of Multi Asset, Head of Investment/Deputy CIO, and most recently, Head of Equity Opportunities, leading a team of global equity portfolio managers responsible for US$45bn in AUM.
Job Titles:
- Chief Financial Officer
- Impax 's Chief Financial Officer
Charlie Ridge is Impax's Chief Financial Officer. Charlie is responsible for overseeing Impax's finance, investor relations and legal functions, as well as governance processes. As a member of Impax's Executive Committee, he contributes to the Firm's commercial and strategic business matters.
Charlie began his career in 1987 and has considerable technical and management experience with blue chip investment banks.
Before joining Impax he was a Managing Director within the Finance Division of Deutsche Bank, most recently serving as UK Asset and Wealth Management CFO, and previously holding various financial and market risk related roles for the Global Markets Division. Before working at Deutsche, Charlie worked at SG Warburg and Ernst & Young as an Auditor.
Charlie received a BSc in Engineering Science from Durham University in 1987 and is a Chartered Accountant.
Job Titles:
- Head of Intermediary Sales, North America
Chris Rooney is Head of Intermediary Sales, North America at Impax Asset Management LLC, the North American division of Impax Asset Management Group and investment adviser to Pax World Funds.
He leads the firm's distribution and business development efforts in the intermediary marketplace.
Prior to joining Impax, Chris worked as a Sales Representative at John Hancock. He holds the FINRA Series 6, 7 and 63 registrations, is a Certified Investment Management Analyst (CIMA®) and a member of the Investment Management Consultants Association (IMCA), and he is a registered representative of Foreside Financial Services, LLC.
Chris earned his Bachelor of Science from the Whittemore School of Business and Economics at the University of New Hampshire.
Job Titles:
- Senior Vice President and Relationship Manager of National Accounts at Impax Asset Management LLC
- Senior Vice President, Relationship Manager, National Accounts
Coleen Lynch is Senior Vice President and Relationship Manager of National Accounts at Impax Asset Management LLC, the North American division of Impax Asset Management Group and investment adviser to Pax World Funds. She leads the firm's strategic relationships in the intermediary channel.
Before joining Impax, Coleen served as Senior Global Relationship Manager at Eaton Vance Distributors, a Morgan Stanley company, where she oversaw expansive growth of many of that firm's largest intermediary partnerships. Prior to Eaton Vance, Coleen held sales and relationship management roles at Fidelity Investments.
Coleen earned a Bachelor of Arts in history from College of the Holy Cross in Worcester, Massachusetts, and today she serves on the school's Crusader Athletics Fund executive committee as well as its Hall of Fame selection committee. Coleen is a Chartered SRI Counselor (CSRIC®). She holds FINRA Series 24, 7, 63 and 65 securities licenses.
Job Titles:
- Head of PE / Infrastructure, Executive Director
- Member of the Investment Committees for Each of the New Energy Funds
Daniel joined Impax in 2009 and heads Impax's Private Equity/Infrastructure business. Daniel is a member of the investment committees for each of the New Energy Funds. He is also a member of the Executive Committee of Impax Asset Management Group and sits on the boards of Impax Asset Management Limited and Impax Asset Management (AIFM) Limited.
Daniel has significant business and senior transactional experience with blue chip companies within the energy and utility sectors. Prior to joining Impax he was responsible for Babcock & Brown's Northern European infrastructure activities where he focused on regulated utilities, gas storage and broader power generation.
Prior to this, Daniel was Director of Corporate Finance for the European Energy and Utilities team at Deutsche Bank with a strong focus on M&A activity in Europe and a member of Citigroup's Utilities team.
Job Titles:
- Chief Operating Officer
- Executive Director
- Member of the Executive Committee
Darren Johnson is Impax's Chief Operating Officer and a member of the Executive Committee. He is responsible for the global operating of the business and sits on the boards of Impax Funds (Ireland) PLC and Impax Asset Management Irish subsidiary. Since joining Impax in 2007, Darren has driven operational transformation, built teams, and pioneered the company's transition into cloud services to support rapid growth.
Darren is a prominent advocate of Diversity and Inclusion across financial markets, acting as an ambassador for Investment 20/20 and a board member for the Diversity Project in London.
Prior to Impax, Darren was Head of Operations at Talisman Global Asset Management, a family office investing in Fund of Hedge Funds and Private Equity. Darren was responsible for designing and implementing accounting, operational, and performance procedures, including systems within the firm. He has also worked for RAB Capital, AXA IM, Mercers, and Legal & General in various senior investment, operational, and accounting positions.
Job Titles:
- Head of Distribution for North America
Ed is Head of Distribution, North America at Impax Asset Management LLC, the North American division of Impax Asset Management Group and investment adviser to Pax World Funds. Based in the Portsmouth, New Hampshire office, Ed is responsible for leading the firm's institutional and intermediary sales and client service efforts in North America.
Before joining Impax in 2021, Ed served in key roles at Natixis Investment Managers, most recently as Executive Vice President (EVP) of Institutional and Retirement and previously as EVP of the firm's global wholesale unit and its Senior Vice President of National Sales. Before Natixis, Ed served as National Fundraising Manager for Fidelity Charitable Services and as Vice President of Advisory Sales for Pioneer Investments.
Ed serves on the Travis Roy Foundation board of trustees as well as the World Surf League advisory board and the sustainability advisory board at the University of New Hampshire.
Ed earned a Bachelor of Arts in political science from the University of New Hampshire. He holds the FINRA Series 6, 7, 24 and 31 registrations.
Job Titles:
- Head of National Accounts at Impax Asset Management LLC
- Senior Vice President, National Accounts & Product Strategy
Ed Lynch is Head of National Accounts at Impax Asset Management LLC, the North American division of Impax Asset Management Group and investment adviser to Pax World Funds.
Ed has more than 30 years of experience in the asset management business, including positions in product management, sales, marketing and strategic planning for companies such as Fidelity Investments, Citigroup, Van Kampen Funds, J&W Seligman and XShares Advisors. Ed has broad experience in both intermediary and institutional markets, working with a wide range of financial products.
Ed is a graduate of Union College and the Columbia University Graduate School of Business.
He is a registered representative of Foreside Financial Services, LLC.
Job Titles:
- Vice President, Business Development, at Impax Asset Management LLC, the North American Division
- VP, Business Development
Emily Lee is Vice President, Business Development, at Impax Asset Management LLC, the North American division of Impax Asset Management Group and investment adviser to Pax World Funds. She is based in San Francisco, California.
Emily has deep roots in the financial industry, having held positions with Trillium Asset Management, LPL Financial, Wellington Management Company and Putnam Investments before joining Impax in 2019.
Emily earned a Bachelor of Arts in history with a minor in environmental science from Willamette University. She is a member of Women Investing for a Sustainable Economy. Emily holds the FINRA Series 6 and 63 registrations and is a Chartered SRI Counselor (CSRIC®). She is a registered representative of Foreside Financial Services, LLC.
Job Titles:
- Director, Consultant Relations
Gene Guevara is Director of Consultant Relations at Impax Asset Management LLC, the North American division of Impax Asset Management Group and investment adviser to Pax World Funds. In this role, Gene collaborates with institutional investors and consultants to raise awareness about the firm's sustainable investing strategies.
Before joining Impax, Gene served as Director of Consultant Relations at Manning & Napier Advisors. Prior to that, he was a Consultant Relations Manager for PineBridge Investments and Loomis Sayles, & Co. Gene started his career in 2000 as an analyst with Watershed Investment Consultants in Denver, Colorado.
Gene earned a Bachelor of Science in business administration at the University of Colorado in Denver. He is a CFA® charterholder and is a registered representative of Foreside Financial Services, LLC.
Job Titles:
- Co - Portfolio Manager of Impax 's Leaders
- Deputy CIO, Listed Equities, Executive Director
Hubert serves as Deputy CIO, Listed Equities. He and Bruce Jenkyn-Jones, CIO Listed Equities, are responsible for the development of the investment process, research and team. Hubert researches stocks globally and specialises in Industrials and Consumer Discretionary.
Hubert is Co-Portfolio Manager of Impax's Leaders and Water strategies. He also leads Impax's macro-economic research process and is responsible for the top-down investment framework.
Hubert started his career in the investment industry in 1990 and joined Impax in January 2007. He has extensive experience investing in Pan-European equities as a portfolio manager at MeesPierson and Merrill Lynch Investment Managers, where he chaired the European Sector Strategy Group. Hubert joined Impax from Cambrian Capital Partners LLP where he was a partner and portfolio manager of the Curalium Fund and Incremental Leveraged hedge funds.
Hubert has a Master's degree in Economics and Business Administration from Maastricht University.
Job Titles:
- CEO
- Founder
- Founder and Chief Executive of Impax Asset Management Group Plc
- Member of the UK
Ian Simm is the Founder and Chief Executive of Impax Asset Management Group plc, one of the world's leading investment managers dedicated to investing in the transition to a more sustainable economy. Prior to Impax, Ian was an engagement manager at McKinsey & Company advising clients on environmental strategy.
Outside Impax, Ian is a member of the UK government's Net Zero Innovation Board, which provides strategic oversight of public sector funding of energy innovation programmes, and is a board member of the Institutional Investors Group on Climate Change, the European membership body for investor collaboration on addressing climate change. He is also a commissioner with the Energy Transitions Commission, a global coalition of leaders developing transition roadmaps to achieve net-zero emissions. Between 2013 and 2018, he was a board member of the Natural Environment Research Council (NERC), the UK's leading funding agency for environmental science. He supports charities in the clean energy, healthcare and a range of scientific and environmental sectors.
Ian has a first-class honours degree in physics from Cambridge University and a Master's in Public Administration from Harvard University. In the last century he initiated and led an expedition to complete the first summer crossing of the Sahara Desert by tandem bicycle.
Job Titles:
- Head of Defined Contribution at Impax Asset Management LLC
Jeff Vilker is Head of Defined Contribution at Impax Asset Management LLC. Jeff is responsible for building strategic relationships with key defined contribution (DC) market participants. He focuses on providing both solutions to DC consultants/advisors, platforms, plan sponsors and participants as well as thought leadership on Environmental, Social and Governance (ESG) and sustainable investing.
Before joining Impax, Jeff served as the Director of Institutional Sales and Head of Retirement for Harris Associates' Oakmark Funds for more than nine years. Prior to that, he worked in consumer packaging (International Paper), information technology (Cisco Systems) and aerospace
Jeff is active in charitable organizations including the World Bike Relief Organization, Juvenile Diabetes Research Foundation, University of Wisconsin Organ and Tissue Donation Awareness and the International Mountain Biking Association. He earned a Bachelor of Business Administration in Marketing, Management & International Business from the University of Wisconsin- Madison. Jeff holds the FINRA Series 7 securities license and is a registered representative of Foreside Financial Services, LLC.
Job Titles:
- Vice President, National Accounts
- Vice President, National Accounts & Strategic Initiatives
Jenifer Cannon is Vice President, National Accounts & Strategic Initiatives, at Impax Asset Management LLC, the North American division of Impax Asset Management Group and investment adviser to Pax World Funds. Jenifer manages strategic relationships in the US intermediary channel. She specializes in thematic and philanthropic investing, gender lens investing, and practice management, with a particular focus on helping firms and their advisors integrate sustainable investing into their practices and client portfolios.
Jenifer has worked in the financial industry for more than two decades. Prior to joining Impax in 2018 she worked for Fidelity Investments, Putnam Investments and Charles Schwab & Co., Inc. in retail and institutional roles. She also held positions at The Boston Foundation and the New Hampshire Charitable Foundation, where she worked closely with advisors and families to design charitable giving strategies. Jenifer has also helped foundations develop strategic plans for impactful giving and investing as well as multi-generational engagement.
Jenifer holds the FINRA Series 6, 63 and 65 registrations. She is a Chartered Advisor in Philanthropy (CAP®), a 21/64 Certified Advisor, and a Chartered SRI Counselor (CSRIC®). She is also a registered representative of Foreside Financial Services, LLC.
Job Titles:
- Associate at Impax Asset Management LLC
- Associate, Business Development, Intermediary Sales
- Business Development Associate
Jordan Tucker is an Intermediary Business Development Associate at Impax Asset Management LLC, the North American division of Impax Asset Management Group and investment adviser to Pax World Funds.
Jordan provides business development support for the US East Coast, including the New York Metropolitan area, as well as the Mid-Atlantic, Southeast and Mountain West territories.
Jordan began his financial services career in 2014 at John Hancock, then served as an operations specialist and registered principal with Signator Investors before joining Impax in April 2019.
He holds a Bachelor of Arts in business administration with a concentration in finance from the Peter T. Paul College of Business and Economics at the University of New Hampshire. He holds the FINRA Series 7, 24, 63 and 66 registrations and the FINRA SIE. He is a registered representative of Foreside Financial Services, LLC.
Job Titles:
- President
- President of Impax Asset Management LLC
Joe is President of Impax Asset Management LLC, the North American division of Impax Asset Management Group and investment adviser to Pax World Funds. Based in the Portsmouth office, he is responsible for US managed strategies as well as distribution of Impax's full capabilities across North America.
Prior to joining the firm in May 2005, Joe was President of NewCircle Communications, a strategic consulting and communications firm specializing in corporate social responsibility and public policy communications. He served as Senior Advisor for Strategic Social Policy at Calvert Group from 2003-2005 and as Executive Vice President and General Counsel of Citizens Advisers from 1997-2000. He is a former member of the Board of Directors (2000-2006) of US SIF, the trade association representing asset managers and investors engaged in sustainable investing throughout the United States. Before entering the investment management industry, Joe worked in private law practice for 16 years.
Joe holds a Juris Doctor from the University of Virginia School of Law and a Bachelor of Arts in philosophy from the College of the Holy Cross.
Job Titles:
- Head of Client Service, North America
Katie is Head of Impax's North America Client Service team.
Katie joined Impax in 2020, after graduating from the MIT Sloan School of Management where she studied topics at the intersection of sustainability, finance, development, and innovation. Prior to graduate school, she served as the interim CFO of Sanergy, a waste management and agricultural input company in Nairobi, Kenya, where she led financing rounds enabling the construction of a new waste processing facility and enhanced analytical capacity across the organization.
Previously, Katie spent a number of years on PIMCO's institutional client management team in New York where she focused on corporate clients. She started her career as a CPA at PricewaterhouseCoopers.
Katie has a BBA from the Goizeuta Business School at Emory University and an MBA from the Sloan School of Management at Massachusetts Institute of Technology.
Job Titles:
- Head of Global Women 's Strategies at Impax Asset Management LLC
Kelly Baldoni is Head of Global Women's Strategies at Impax Asset Management LLC, the North American division of Impax Asset Management Group and investment adviser to Pax World Funds. She oversees national sales and marketing initiatives for the firm's gender lens strategies and is a product specialist for the Pax Ellevate Global Women's Leadership Fund.
Since joining Impax in 2014, Kelly has honed and expanded the firm's practice management resources, which help institutions and financial advisors more effectively engage with and serve women investors as well as the next generation of clients.
Kelly is an expert on impact and gender lens investing. She contributes articles to industry publications and is a regular presenter at industry conferences and events nationwide.
Kelly holds the FINRA Series 6, 63 and 65 registrations and is a registered representative of Foreside Financial Services, LLC. She earned a Bachelor of Arts in human rights from Trinity College and is a graduate of Wharton's Women's Executive Leadership program.
Job Titles:
- Non - Executive Director
- Board As a Non - Executive Director
Lindsey joined the Board as a Non-Executive Director in July 2015 and is a member of the Remuneration Committee, which she also Chairs, and the Audit and Risk Committee.
Lindsey served as a member of the Executive team and was a Managing Director at Cambridge Associates. She held multiple roles during her 15-year tenure at the firm including Global Head of several areas covering Client Service and Relations, Business Development and Client Relationship Management, and Consulting.
She is the Founder and CEO, StarPoint Advisors, LLC; Co-Chair of the Advisory Board for the Center for Business and Environment at Yale (CBEY); Chair, People and Culture Committee, Onward Energy; Trustee, Pax World Funds; and Board member, Seven Islands Lands Company.
Lindsey holds an MBA (finance and strategy) and a Master of Environmental Studies from Yale University.
She has 30 years' experience in investment advisory, natural resources portfolio management, institutional marketing and sales, and management consultancy.
Job Titles:
- Head of Sustainability & ESG, Executive Director
Lisa is responsible for the development and oversight of Impax's Sustainability and Environmental, Social and Governance (ESG) analysis, including overseeing stewardship work in the Listed Equity team. She is the Chair of Impax's ESG, Sustainability Lens and Environmental Committees and also Co-Heads Impax's impact investment work.
Lisa joined Impax in 2010. She started working in the financial industry in 1999 and previously worked as an executive director in the Investment Management Division of Goldman Sachs in London. Lisa has also worked as an independent consultant, focusing on environmental policy research and analysis.
She is active within working groups and advisory councils relating to impact investing, water, governance and ESG standard setting with several external industry organisations.
Lisa has an MSc in Environment and Development from the London School of Economics as well as an MSc in Finance from the Hanken School of Economics, Finland.
Job Titles:
- Chief People Officer
- Executive Director
Mary is the Chief People Officer and has considerable expertise in building dynamic, agile cultures and developing talent in fast-paced growth environments.
Before joining Impax in September 2020, Mary worked in several senior roles across digital businesses and mature industries. Her early career spanned FMCG/manufacturing multi nationals including BAT and Anglo American where she held central, regional and HR specialist roles. She subsequently spent seven years with payments leader PayPal, latterly as VP Human Resources for EMEA, Asia Pacific and Americas, enabling the revenue-generating teams globally and based in the EU bank regulated headquarters. Mary was EVP for HR for Colt Technology, a Fidelity owned company, thereafter moving into the private equity arena with Montagu PE to lead people and organisation priorities for the carve-out of Janes Defence from IHS Markit.
A Social Science graduate of University College Dublin, Mary has on-the-ground business experience in 50+ countries and has lived and worked in Turkey, Brazil, Switzerland, Luxembourg and the UK.
Job Titles:
- Chief Product & Marketing Officer, Executive Director
Meg leads the Global Product and Marketing Group at Impax, overseeing branding and marketing; communications; client experience and working with investment teams heads on product design and governance.
She has extensive experience in sustainability and investment research, having begun her career in 2002. As head of Citi's top ranked Climate and Sustainable Investment Research team she worked with institutional and private clients across Europe on impact and responsible investment. Meg joined Impax in 2014 following a period as a consultant to private sector and not for profit clients in designing responsible investment strategies, including acting as the UK Liaison for the Global Impact Investing Network. Meg has a MSc in Environment and Development from the London School of Economics and is a non-executive director of the Tracker Group which incorporates the Carbon Tracker and Planet Tracker Initiatives.
Job Titles:
- Head of Institutional and Consultant
- Institutional Sales and Consultant Relations
Melissa Platner is Head of Institutional and Consultant Relations at Impax Asset Management LLC, the North American division of Impax Asset Management Group and investment adviser to Pax World Funds. In this role, Melissa works to increase awareness about and adoption of the firm's investment strategies among institutional investors and consultants.
Prior to joining Impax in 2017, Melissa was a VP and Senior Consultant Relations Liaison with SSGA and GE Asset Management. Before that she held roles in consultant relations, sales and retirement market product development with Hartford Life and ING. Melissa started her career with Morgan Stanley in 2000.
Melissa holds FINRA Series 7 and 63 securities licenses and is a registered representative of Foreside Financial Services, LLC. She is pursuing a certificate in Sustainable Finance from Columbia University. Melissa earned an MBA from the University of Connecticut and a bachelor's degree from Davidson College. She is a CAIA charterholder.
Job Titles:
- Corporate Communications Director
Job Titles:
- Head of Distribution, Europe & Asia - Pacific, Executive Director
Paul joined Impax in 2022 and is responsible for the firm's Business Development, Consultant Relations, RFP, Portfolio Specialists, and Client Relationship Management teams based in London and Dublin, serving European and Asia-Pacific clients.
Prior to working at Impax Paul ran the European Business Development team at Federated Hermes, and before that had roles at GE Asset Management as an institutional sales manager covering the UK and Benelux, at Lehman Brothers in various roles across investment banking and capital markets, and at MeesPierson where he started his career in 1995.
Paul has experience in marketing highly specialised products ranging from long-only equity funds to fixed income products, hedge funds, private equity funds and other alternative products to a diverse client base. Paul is a Dutch national and holds a Bachelor's degree in Business Studies from ESC Bordeaux and ISER Rotterdam. He is fluent in English, French and Dutch.
Job Titles:
- Associate at Impax Asset Management LLC
- Business Development Associate
Remmi Ellis is an Intermediary Business Development Associate at Impax Asset Management LLC, the North American division of Impax Asset Management Group and investment adviser to Pax World Funds.
Remmi started his career in 2019 as an Accounting Assistant in the finance department at Impax. He transitioned to his current role in February 2020 and is now responsible for internal business development support for the New England and West Coast territories.
Remmi holds a Bachelor of Science in finance and economics from Plymouth State University. He is a Chartered SRI Counselor (CSRIC®) and holds the FINRA Series 7 and 63 registrations as well as the FINRA SIE. Remmi is also a member of the Impax Wellbeing working group. He is a registered representative of Foreside Financial Services, LLC.
Sally joined the board as a Non-Executive Director in July 2015 and was appointed Chair in December 2020. Sally is a member of the Remuneration Committee.
She is currently a non-executive director of Royal London, Pension Insurance Corporation plc, Royal & Sun Alliance Insurance Limited and the Local Pensions Partnership Ltd, having worked in the UK pensions industry for 30 years.
Originally qualifying as a Fellow of the Institute of Actuaries with consultants Bacon & Woodrow (now Aon), she was CEO of the BP Pension Fund from 2007-2014. Sally held a number of voluntary roles with the actuarial profession and was the first lady Master of the Worshipful Company of Actuaries 2016-17.
Job Titles:
- VP, Business Development Senior Associate
Sara Bee Pichette is a Business Development Senior Associate in intermediary sales at Impax Asset Management, the North American division of Impax Asset Management Group and investment adviser to Pax World Funds. She started her career in the finance industry in 2013 and has been with the firm since 2021.
Before joining Impax, Sara worked as a Financial Advisor at Merrill Lynch. Prior to that she held roles at BlackRock, Transamerica Annuities and Transamerica Mutual Funds. She holds the FINRA Series 6, 7, 63 and 66 registrations, and she is a Certified Private Wealth Advisor®. Sara is a registered representative of Foreside Financial Services, LLC.
Sara earned a bachelor's degree in psychology at the University of Colorado at Boulder. She is a member of the Investments & Wealth Institute and serves on the board of the Manchester Police Athletic League and the Mill Falls Charter School. Sara received the 2020 Good Samaritan of the Year Award from Pastoral Counseling Services.
Simon joined the board as a Non-Executive Director in December 2020 and is a member of the company's Audit & Risk and Remuneration Committees.
Simon has forty years' experience in the insurance, pensions and asset management industries. He is a UK qualified actuary by training and has lived and worked in six countries around the world including as CEO of Mercer in Australia, in the UK, in Europe and in the USA/ Canada. He was a member of the UK's Nuclear Liabilities Financing Assurance Board until it submitted its final advice on Hinkley Point in 2015 and served as a Non-Executive Member of the Foreign, Commonwealth and Development Office's Audit & Risk Assurance Committee. He was formerly a Non-Executive Director of Alexander Forbes Group Holdings Ltd and is currently a Non-Executive Director of Mercer Africa Limited.
Job Titles:
- Associate Director
- Associate Director, National Accounts
Stephanie Moersfelder is Associate Director, National Accounts, at Impax Asset Management LLC, the North American division of Impax Asset Management Group and investment adviser to Pax World Funds. She is focused on strategic national account partners, including new business development and distribution with financial intermediaries, wealth management platforms, independent broker dealers and retirement record keeping platforms.
Prior to joining Impax in 2018, Stephanie was responsible for driving large scale business initiatives focused on client relationships and employee engagement within Wells Fargo's Wealth Management Division. Stephanie began her career in 2002 serving as a wealth advisor to entrepreneurial individuals and multi-generational families.
Stephanie holds FINRA series 6 and 63 securities licenses and is a registered representative of Foreside Financial Services, LLC. She has her Certified Financial Planner designation. Stephanie is a member of the Defined Contribution Institutional Investment Association, Western Pension & Benefits Council, Portland Women in Investment Management, Women in Institutional Investments Network, The Portland CFA Institute and the Oregon Estate Planning Council. Stephanie earned a BA from the University of Minnesota.
Job Titles:
- Director of Institutional Business Development at Impax Asset Management LLC
- Director, Institutional Business Development
Tami Jackson is Director of Institutional Business Development at Impax Asset Management LLC. Tami is responsible for the creation and implementation of business development strategy, and she leads the firm in securing institutional client relationships across all major asset allocator channels.
Tami has more than 20 years of experience working with nonprofit and profitmaking firms. Prior to joining Impax, she was part of the ImpactAssets management team, where she worked to increase the firm's sustainable and impact investing within the ultra-high-net-worth philanthropic community. Before that, Tami served in senior institutional sales and marketing roles for BNP Paribas Asset Management, Amundi Smith Breeden, Northern Trust Global Advisors and Dresdner RCM Global Investors.
Tami received a bachelor's degree in economics from the University of California, Los Angeles (UCLA), and she earned an MBA, with a concentration in finance and accounting, from the Anderson Graduate School of Management at UCLA. Tami is a candidate in the UCLA Certificated Sustainability Program. Tami holds the FINRA Series 7 and 63 securities licenses and is a registered representative of Foreside Financial Services, LLC.
Job Titles:
- Non - Executive Director
- Non - Executive Director of Impax Asset Management Group Plc
Vincent O'Brien is a Non-Executive Director of Impax Asset Management Group plc and is a member of the Audit and Risk Committee, which he also Chairs, and the Remuneration Committee .
He has worked in the private equity industry for over thirty years, twenty two of these as a director of Montagu Private Equity. Vince is a Chartered Accountant, he is currently chairing or advising a number of private equity companies including Quest Fund Placement and Nesta Impact Investments. He is a former chairman of the BVCA and served on its council for seven years.